Conduct professional, custom, interactive virtual and in-person classes on proprietary Raymond James’ Technology and 3rd party applications.
Model and effectively use appropriate instructional technology and adult education practices in the classroom and online.
As a project participant, lead or in an individual effort, conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences.
Create high quality, consistent and engaging education and presentation materials using a variety of software including PowerPoint and Photoshop.
Create instructor and classroom materials (course outlines, facilitator guides, student materials, and training aids) to provide excellent learner experience.
Maintain awareness of and update educational materials to reflect enhancements and new releases.
Skills/Previous Experience
B.S. in Finance, Education, or Computer Science is preferred.
A minimum of 3 years of corporate learning and development experience is preferred.
Experience with both in-person and virtual training.
Experience with managing education plans.
Experience with content creation.
Experience with cross-collaborating with technology development teams on successful implementation and adoption strategies.
Knowledge, Skills, and Abilities
Knowledge of
Concepts, practices and procedures of instructional design and adult learning theory
The financial industry, products, policies and procedures.
Skills
Conducting needs analyses to create educational solutions.
Applying adult learning principles effectively.
Ability to quickly learn and apply concepts.
Delivery of training via in-person workshops, online and/or individual consultations.
Ability to
Utilize and learn complex technology in a rapidly changing environment.
Design and develop engaging and professional training content using instructional design principles and practices.
Communicate technical information to a non-technical audience.
Present materials effectively and confidently via multiple mediums (online, in-person, written) for large and small audiences.
Work independently or as a team toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.
Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remain current with developments and trends in areas of expertise.
Develop and use collaborative relationships to facilitate the accomplishment of work goals.
Develop and maintain strong professional relationships.
Licenses/Certifications
SIE is required provided that an exemption or grandfathering cannot be applied.
Required: Series 7 or the ability to obtain within 3 months of hire date.
Travel Required
65 - 70% (field office visits, conferences and events).
Education
Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Education, Bachelor’s - Completed: Human Resources Management, High School (HS) - Completed (Required)
- Work Experience
- General Experience - 3 to 6 years
Certifications
- Salary Range
- $75,000.00-$90,000.00
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-NM1
